Senior Branch Financial Advisor

Base Pay Range

$/yr - $/yr

Annual Bonus

The Senior Branch Advisor is a trusted financial partner for Empower customers, delivering personal, thoughtful, and goal-based financial guidance. Based in our Boston Investor Center, this advisor meets with clients in person to provide holistic financial planning, investment advice, and guidance across all stages of life.

• Meet with Empower clients, participants and prospects in person to understand their goals and provide personalized financial advice
• Offer solutions for a wide range of needs: retirement income planning, education savings, investing, risk management, and more
• Help clients make confident decisions about consolidating outside assets (typically over $100K) into Empower-managed accounts
• Use Empower’s planning tools and digital experience to create clear, actionable financial plans
• Provide workplace participants—particularly those approaching retirement or facing complex financial questions—with tailored guidance beyond their plan benefits
• Be an expert on the full suite of wealth capabilities, products, and services
• Collaborate with plan sponsors, internal advisors, and Relationship Management to identify participants who may benefit from working with a Senior Advisor
• Partner with the Branch Director to drive the branch’s success and provide leadership support
• Collaborate with Empower’s Relationship Management and operations teams to ensure smooth onboarding and excellent client service
• Track client progress and maintain accurate records using Salesforce CRM
• Participate in local community outreach and educational events to promote Empower’s mission
• Support junior advisors through informal coaching or mentorship

• Bachelor's degree or an equivalent combination of education and professional work experience
• 5+ years of experience in financial planning, investment advising, or wealth management
• FINRA Series 7, 63, 65 (or 66) registrations within established timelines
• Confidence in working with high-net-worth individuals and complex financial situations
• Clear, engaging communication and listening skills
• Strong knowledge of investments, retirement plans, and financial planning principles
• FINRA fingerprinting required upon hire

• MBA preferred
• CRPC or CFP preferred
• Track record of strong performance to KPIs in prior licensed Advisory positions

Mid-Senior level

Full-time

Customer Service and Finance